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7 Funds To Back In The Post-Vaccine World

7 Funds To Back In The Post-Vaccine World

 

James Phillipps Contributor, Forbes
Dec 17, 2020,07:37am EST|447 views

U.S. equity, technology and environmental funds topped the charts this year, but where is the smart money going in 2021?

After the strength of the S&P 500’s rally, powered by big tech, many investors are looking further field for returns over the coming 12 months, trying to identify areas still playing catch up.

Asian consumer spending, deeper government commitments to renewable energy and a recovery in value stocks, following the coronavirus vaccine breakthroughs, are all being tipped as potential winners in 2021.These are the funds on seven analysts’ Christmas wishlists.

Matthews Asia-ex Japan Dividend

Asian economies have bounced back the quickest after the countries emerged first from the lockdowns during the coronavirus pandemic. This was reflected in the strong gains seen across regional equity markets this year. Punter Southall Wealth has been a long-term bull on the growth of Asian domestic consumption and bought the Matthews Asia-ex Japan Dividend fund earlier this year…

Ecofin Global Utilities and Infrastructure

As its name suggests, this investment trust invests in a range of utilities and infrastructure stocks worldwide, with holdings including gas and electric power generators, renewable energy businesses and water companies.

It has performed well through 2020, with its net asset value rising 12.1% compared to the MSCI World index’s 10.9% rise in the first 11 months of the year.

James Carthew, director at Marten & Co and author at QuotedData, said the trust, run by Jean-Hugues de Lamaze, is benefiting from the tailwind of surging investor interest in environmental technologies.

“The manager expects and has positioned the portfolio for a multi-decade upswing in infrastructure development, reflecting the rapid development of renewables and the global mission to decarbonise and modernise,” Carthew said.

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